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Public Service Enterprise Group
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Overview Fund Activity

1,217 hedge funds and large institutions have $30.3B invested in Public Service Enterprise Group in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 465 increasing their positions, 418 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
-14
Holders Change %
-1.14%
% of All Funds
16.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
110
Increased
465
Reduced
418
Closed
98
Calls
$125M
Puts
$142M
Net Calls
-$17.3M
Net Calls Change
-$191M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
2
CIA
ClearBridge Investments (Australia)
Australia
+$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Millennium Management
Millennium Management
New York
+$81M
5
Bank of America
Bank of America
North Carolina
+$76.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$363M
2
Invesco
Invesco
Georgia
-$120M
3
Jennison Associates
Jennison Associates
New York
-$116M
4
Amundi
Amundi
France
-$84.5M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
1101
Pacific Center for Financial Services
California
$25.8K – – –
AW
1102
Avion Wealth
Texas
$25K – – –
CWP
1103
Concord Wealth Partners
Virginia
$24.7K – – –
RA
1104
Rise Advisors
New York
$22.8K -$493 -6 -2%
RF
1105
Roxbury Financial
New Jersey
$22.2K -$649 -8 -3%
OP
1106
ORG Partners
Indiana
$22.1K +$7.34K +88 +50%
SS
1107
Sunbelt Securities
Texas
$21.6K – – –
CFS
1108
CGC Financial Services
Oregon
$21.6K – – –
CLOS
1109
Compagnie Lombard Odier SCmA
Switzerland
$21.4K – – –
SS
1110
SBI Securities
Japan
$21.2K -$823 -10 -4%
LWANC
1111
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
BTD
1112
BankPlus Trust Department
Mississippi
$20.6K – – –
NA
1113
Nordwand Advisors
Pennsylvania
$20.6K – – –
AFG
1114
Albion Financial Group
Utah
$20.2K – – –
OAJ
1115
Ogorek Anthony Joseph
New York
$20K +$20K +248 New
FFO
1116
Fortitude Family Office
Arizona
$19.3K -$46.5K -565 -71%
HFS
1117
Hopwood Financial Services
Virginia
$18.7K – – –
WA
1118
Whipplewood Advisors
Colorado
$18.6K -$2.3M -247 -99%
PPC
1119
Park Place Capital
Alabama
$18.3K – – –
PB
1120
Pinnacle Bancorp
Nebraska
$18.2K – – –
Loomis, Sayles & Company
1121
Loomis, Sayles & Company
Massachusetts
$18K +$2.37K +29 +15%
CWC
1122
Carolinas Wealth Consulting
North Carolina
$17.6K -$82 -1 -0.5%
CIAM
1123
Caitong International Asset Management
Hong Kong
$17.2K -$50K -607 -74%
FP
1124
Financial Perspectives
Minnesota
$17.2K – – –
BCWM
1125
Bartlett & Co Wealth Management
Ohio
$16.8K +$247 +3 +1%
43 44
45
46 47